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Arthur J. Gallagher & Co
AJG

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
951
Sandy Spring Bank
Maryland
$344K – – –
AIA
952
AssuredPartners Investment Advisors
Florida
$344K +$353K +1,213 New
CIA
953
Compass Ion Advisors
Pennsylvania
$344K -$610K -2,095 -63%
WBC
954
Westpac Banking Corp
Australia
$344K – – –
PPC
955
Park Place Capital
Alabama
$343K +$291 +1 +0.1%
CCM
956
Carderock Capital Management
Maryland
$341K – – –
VAG
957
VisionPoint Advisory Group
Texas
$340K -$6.11K -21 -2%
NAS
958
Nicolet Advisory Services
Wisconsin
$340K +$54.1K +186 +19%
KCM
959
Kathmere Capital Management
Pennsylvania
$340K +$9.6K +33 +3%
API
960
Asset Planning Inc
California
$339K +$348K +1,196 New
TP
961
Tranquility Partners
Tennessee
$339K +$348K +1,196 New
DC
962
Diametric Capital
Massachusetts
$339K +$348K +1,196 New
ST
963
Spinnaker Trust
Maine
$339K – – –
CIC
964
Carnegie Investment Counsel
Ohio
$339K +$19.2K +66 +6%
IP
965
Ignite Planners
California
$333K +$4.37K +15 +1%
HSA
966
HBK Sorce Advisory
Pennsylvania
$333K +$10.5K +36 +3%
JF
967
Jump Financial
Illinois
$331K -$511K -1,755 -60%
SWP
968
Sagespring Wealth Partners
Tennessee
$331K +$339K +1,166 New
MCM
969
Manchester Capital Management
Vermont
$329K -$582 -2 -0.2%
OHWA
970
Oak Hill Wealth Advisors
Virginia
$329K +$337K +1,159 New
WFP
971
Wrenne Financial Planning
Kentucky
$327K – – –
KP
972
Keel Point
Alabama
$324K +$42.5K +146 +15%
SLWA
973
San Luis Wealth Advisors
California
$323K +$291 +1 +0.1%
FPL
974
Fortress Private Ledger
North Carolina
$322K +$330K +1,133 New
HAS
975
HBW Advisory Services
California
$321K +$9.31K +32 +3%
37 38
39
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